The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 BBG001S5N9M6 4,023,499 36,554 SH   SOLE   36,554 0 0
ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 3,317,288 21,406 SH   SOLE   21,406 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 2,673,232 7,618 SH   SOLE   7,618 0 0
ADOBE INC COM 00724F101 BBG001S5NCQ5 4,573,536 7,666 SH   SOLE   7,666 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 9,110,085 61,801 SH   SOLE   61,801 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 28,395,485 203,275 SH   SOLE   203,275 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2,839,458 20,148 SH   SOLE   20,148 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 23,654,779 155,685 SH   SOLE   155,685 0 0
AMETEK INC COM 031100100 BBG001S5NN54 6,397,567 38,799 SH   SOLE   38,799 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 443,551 1,540 SH   SOLE   1,540 0 0
AMPHENOL CORP NEW CL A 032095101 BBG001S5NSK6 4,302,837 43,406 SH   SOLE   43,406 0 0
APPLE INC COM 037833100 BBG001S5N8V8 39,815,289 206,800 SH   SOLE   206,800 0 0
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 5,558,191 34,295 SH   SOLE   34,295 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 2,368,140 10,165 SH   SOLE   10,165 0 0
AUTOZONE INC COM 053332102 BBG001S6Q5D9 1,727,187 668 SH   SOLE   668 0 0
BECTON DICKINSON & CO COM 075887109 BBG001S5P374 1,972,097 8,088 SH   SOLE   8,088 0 0
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 4,334,884 63,459 SH   SOLE   63,459 0 0
BOEING CO COM 097023105 BBG001S5P0V3 7,923,282 30,397 SH   SOLE   30,397 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 2,851,965 804 SH   SOLE   804 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 2,128,903 41,491 SH   SOLE   41,491 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 6,086,911 5,453 SH   SOLE   5,453 0 0
CANADIAN NATL RY CO COM 136375102 BBG001S8WVQ7 2,815,620 22,412 SH   SOLE   22,412 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 8,504,805 57,018 SH   SOLE   57,018 0 0
CISCO SYS INC COM 17275R102 BBG001S6HC62 3,115,568 61,670 SH   SOLE   61,670 0 0
COMCAST CORP NEW CL A 20030N101 BBG001S5PXL2 2,609,426 59,508 SH   SOLE   59,508 0 0
COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 10,645,770 16,128 SH   SOLE   16,128 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 3,537,714 13,856 SH   SOLE   13,856 0 0
CSX CORP COM 126408103 BBG001S5Q7Q3 2,284,822 65,902 SH   SOLE   65,902 0 0
DANAHER CORPORATION COM 235851102 BBG001S5QGT0 2,409,637 10,416 SH   SOLE   10,416 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 2,157,299 23,893 SH   SOLE   23,893 0 0
ELI LILLY & CO COM 532457108 BBG001S5STL8 6,445,346 11,057 SH   SOLE   11,057 0 0
EOG RES INC COM 26875P101 BBG001S5ZB93 5,707,147 47,186 SH   SOLE   47,186 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 253,149 2,532 SH   SOLE   2,532 0 0
FASTENAL CO COM 311900104 BBG001S5R1F7 6,567,354 101,395 SH   SOLE   101,395 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 1,345,600 17,403 SH   SOLE   17,403 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 6,700,064 52,496 SH   SOLE   52,496 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 9,337,097 26,943 SH   SOLE   26,943 0 0
HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 2,522,182 12,027 SH   SOLE   12,027 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,626,376 4,202 SH   SOLE   4,202 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 3,829,373 11,351 SH   SOLE   11,351 0 0
ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 218,665 2,020 SH   SOLE   2,020 0 0
ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 918,720 18,000 SH   SOLE   18,000 0 0
ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 1,100,904 10,155 SH   SOLE   10,155 0 0
ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 966,166 3,684 SH   SOLE   3,684 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 795,215 2,623 SH   SOLE   2,623 0 0
ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 374,787 2,268 SH   SOLE   2,268 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 5,795,618 36,976 SH   SOLE   36,976 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 2,678,651 6,522 SH   SOLE   6,522 0 0
LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 4,426,342 9,766 SH   SOLE   9,766 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 2,120,854 22,306 SH   SOLE   22,306 0 0
MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 3,703,776 16,424 SH   SOLE   16,424 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 3,624,482 8,498 SH   SOLE   8,498 0 0
MCKESSON CORP COM 58155Q103 BBG001S8F8P8 2,251,935 4,864 SH   SOLE   4,864 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 2,158,933 26,207 SH   SOLE   26,207 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 3,521,821 2,241 SH   SOLE   2,241 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 4,207,518 38,594 SH   SOLE   38,594 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 15,662,022 44,248 SH   SOLE   44,248 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 3,205,029 37,556 SH   SOLE   37,556 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 46,890,131 124,695 SH   SOLE   124,695 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 3,845,378 7,898 SH   SOLE   7,898 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 1,851,336 17,052 SH   SOLE   17,052 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 20,968,110 42,341 SH   SOLE   42,341 0 0
PFIZER INC COM 717081103 BBG001S5V466 2,223,826 77,243 SH   SOLE   77,243 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 4,754,783 32,447 SH   SOLE   32,447 0 0
PUBLIC STORAGE COM 74460D109 BBG001S5TH79 2,054,175 6,735 SH   SOLE   6,735 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 2,075,441 14,350 SH   SOLE   14,350 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 5,211,225 19,804 SH   SOLE   19,804 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 11,485,568 158,073 SH   SOLE   158,073 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 57,470,998 1,528,484 SH   SOLE   1,528,484 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 10,239,262 57,263 SH   SOLE   57,263 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 8,460,740 62,038 SH   SOLE   62,038 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 35,837,803 186,190 SH   SOLE   186,190 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 4,530,014 6,412 SH   SOLE   6,412 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 7,020,123 76,815 SH   SOLE   76,815 0 0
SPDR SER TR BLOOMBERG 3-12 M 78468R523 BBG00X8RXGK5 16,910,268 170,604 SH   SOLE   170,604 0 0
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 4,770,229 53,424 SH   SOLE   53,424 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 1,709,266 17,803 SH   SOLE   17,803 0 0
SYSCO CORP COM 871829107 BBG001S5WJS8 2,031,405 27,778 SH   SOLE   27,778 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 8,376,261 33,710 SH   SOLE   33,710 0 0
TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 2,122,397 12,451 SH   SOLE   12,451 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 3,670,413 6,915 SH   SOLE   6,915 0 0
TJX COS INC NEW COM 872540109 BBG001S5WQ93 5,072,963 54,077 SH   SOLE   54,077 0 0
UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 2,008,613 12,775 SH   SOLE   12,775 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 16,183,688 30,740 SH   SOLE   30,740 0 0
VALERO ENERGY CORP COM 91913Y100 BBG001S5X8K9 6,201,260 47,702 SH   SOLE   47,702 0 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 8,650,470 31,945 SH   SOLE   31,945 0 0
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 BBG001TC6MG7 27,710,933 164,985 SH   SOLE   164,985 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 533,185 1,715 SH   SOLE   1,715 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 9,560,786 44,817 SH   SOLE   44,817 0 0
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 915,082 16,300 SH   SOLE   16,300 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 1,114,073 27,106 SH   SOLE   27,106 0 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 8,436,031 176,118 SH   SOLE   176,118 0 0
VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 BBG001T0Y6L1 42,708,836 390,499 SH   SOLE   390,499 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 BBG001T0Y6W9 53,047,313 204,413 SH   SOLE   204,413 0 0
VANGUARD WORLD FDS FINANCIALS ETF 92204A405 BBG001SHTTM0 416,369 4,513 SH   SOLE   4,513 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 5,620,957 21,590 SH   SOLE   21,590 0 0
WEC ENERGY GROUP INC COM 92939U106 BBG001S5XDC7 3,645,739 43,314 SH   SOLE   43,314 0 0